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Buckley Wealth Management’s Phillips 66 PSX Stock Holding History

Buckley Wealth Management’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-4,402
Closed -$308K – 137
2021
Q3 		$308K Sell
4,402
-61
-1% -$4.42K 0.1% 107
2021
Q2 		$383K Sell
4,463
-112
-2% -$9.45K 0.13% 100
2021
Q1 		$373K Sell
4,575
-2,949
-39% -$231K 0.14% 96
2020
Q4 		$526K Sell
7,524
-1,134
-13% -$66.6K 0.22% 77
2020
Q3 		$449K Sell
8,658
-1,514
-15% -$92.4K 0.2% 79
2020
Q2 		$731K Sell
10,172
-248
-2% -$17.6K 0.33% 56
2020
Q1 		$559K Buy
10,420
+1,341
+15% +$109K 0.3% 67
2019
Q4 		$1.01M Sell
9,079
-1,474
-14% -$166K 0.46% 34
2019
Q3 		$1.08M Sell
10,553
-1,277
-11% -$128K 0.53% 34
2019
Q2 		$1.11M Buy
11,830
+857
+8% +$76.9K 0.52% 32
2019
Q1 		$1.04M Buy
10,973
+1,229
+13% +$117K 0.49% 37
2018
Q4 		$839K Buy
9,744
+241
+3% +$23.5K 0.43% 42
2018
Q3 		$1.07M Sell
9,503
-1,689
-15% -$195K 0.47% 42
2018
Q2 		$1.26M Sell
11,192
-588
-5% -$66.1K 0.59% 39
2018
Q1 		$1.13M Buy
11,780
+449
+4% +$43.7K 0.56% 41
2017
Q4 		$1.15M Buy
+11,331
New +$1.08M 0.57% 42

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Buckley Wealth Management's PSX Position: Q4 2021 in Review

Buckley Wealth Management sold out of Phillips 66 (PSX) in Q4 2021, closing a stake of 4,402 shares — an estimated $308K sold.

Buckley Wealth Management first reported a position in PSX in Q4 2017 and held it in 16 quarters. The position peaked at $1.26M in Q2 2018. 1,357 funds tracked by Wall St. Rank hold PSX as of Q4 2021.

  • Buckley Wealth Management reported no remaining Phillips 66 position as of Q4 2021 after selling out during the quarter.
  • Buckley Wealth Management sold 4,402 Phillips 66 shares in Q4 2021, an estimated $308K.
  • Buckley Wealth Management first reported a position in Phillips 66 in Q4 2017 and held it in 16 quarters.
  • Buckley Wealth Management's Phillips 66 position peaked at $1.26M in Q2 2018.
  • 1,357 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2021.

Based on Buckley Wealth Management's 13F filing for Q4 2021, filed 2 Feb 2022.